BDO Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $144K | Buy |
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|
2023
Q1 | $139K | Buy |
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|
2022
Q4 | $143K | Buy |
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|
2022
Q3 | $125K | Sell |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $150K | Buy |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q3 | $117K | Sell |
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|
2021
Q2 | $126K | Buy |
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|
2021
Q1 | $90K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $45K | Sell |
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|
2018
Q3 | $61K | Hold |
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|
2018
Q2 | $56K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $8K | Buy |
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